ClickUp + Time To Pet

Create tasks in ClickUp for new prospects in Time To Pet

Once a new prospect is added within Time To Pet, ensure you never miss a follow-up with this handy productivity workflow. It creates a new task within your ClickUp platform, making it easier to manage tasks and track progress related to the new prospect. Make the prospect onboarding process more efficient and reliable with this streamlined automation.

When this happens...
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Client Created
Triggers when a new client is created in Time To Pet.
Trigger
Instant
Try It
New Staff Created
Triggers when a new Staff is added in your account.
Trigger
Instant
Try It
Staff Created or Updated
Triggers when a staff is created or updated.
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Trigger
Instant
Try It
Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About Time To Pet

Everything you need to manage, grow, and love your pet sitting or dog walking business.

Learn more

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new lists in ClickUp for every new client added in Time To Pet

Related Zap Templates

Create new lists in ClickUp for every new client added in Time To Pet

ClickUp + Time To Pet

Create tasks in ClickUp for new prospects in Time To Pet

New Client Created

New Staff Created

Staff Created or Updated

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

New Prospect Created

Client Created or Updated

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

Similar apps

Trello

Asana

Todoist

About Time To Pet

Related categories

Related Zap Templates

Related Zap Templates